With Microsoft Copilot now integrated into nearly all M365 applications, it’s quickly becoming an essential tool for professionals worldwide. Whether it be brainstorming ideas, managing your Outlook inbox, or you just need a (virtual) helping hand, Copilot has a use case for everyone. In this blog, we are going to talk about some of those use cases with some different roles in mind, and how you might be able to potentially tailor those uses for you!

Executive and Management Positions

For higher level executives or management, Microsoft Copilot offers many benefits that help aid in your productivity. We’ll start by explaining a key feature that we’ve had the pleasure of testing: Copilot for Microsoft Teams has the ability to listen in on your meetings and write an in-depth summary of everything that was discussed after the meeting concludes. Additionally, you can also ask Copilot to record each meeting, save it locally to your computer, and if need be, ask it to find a specific point in the meeting where you or someone else may have discussed a specific topic. 

Some other key features include the ability to ask Copilot to comb through your Outlook for specific key items, ask it to recommend optimal times for meetings or tasks depending on your schedule, and draft executive reports or presentations. If you are using Microsoft Suite of Applications, you also have the ability to ask it to do tasks such as:

  • Draft a formula in Excel rather than looking up how to do it
  • Summarize a Word document or ask for feedback on how to improve it
  • Create a template within PowerPoint and customize it to your liking
  • …And much more!

Sales and Business Development Roles

In the world of sales, Microsoft Copilot can be a nifty tool to assist with all sales-related activities. As we mentioned previously, Copilot can record meetings with your clients and create summaries of what was discussed, which can be viewed later on. This can help with remembering key action items that need to be completed, deliverables, and next steps with your client (or potential one). Copilot can also interpret the mood of the client, giving you direct feedback on the urgency of the matter, whether a deal is likely to close, and more. If your company uses CRM applications such as Salesforce, Copilot can also be integrated, which is something to keep in mind too!

Marketing and Content Creators

At the heart of marketing lies content creation. Marketers can utilize Copilot (be it the integrated chatbot, or web version) to generate a vast amount of content for you and your company, whether it be social media posts consistent with your brand messaging, email newsletters, or even customized photos for advertisements. This enables you to spend less time brainstorming ideas, and more time to perfect the content itself. 

Copilot can also be used to better understand your audience. It analyzes the web and lists out popular trends, helping you tailor your content to what people are interested in. With Copilot’s assistance, marketers can stay ahead of the curve and create content that resonates with their target audience, ultimately driving engagement, bringing in potential leads, and increasing your brand value. 

While we have highlighted just a few roles, the versatility of Microsoft Copilot means these tips can be applied to virtually any job. Whether you’re a marketer, executive, salesperson, or in any other position, Copilot can surely give you the helping hand you need.

Interested in learning about Copilot’s chatbot, and how that can help you? Check out our introductory post to Microsoft Copilot’s chatbot, here!